Congress Holdings

All members

Don Bacon

U.S. Representative, Nebraska district 2 (NE02)

Latest disclosure September 9, 2026: Annual report amendment (FD Amendment) for 2025, filing 10081069.

Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.

Holdings

From Annual report amendment (FD Amendment) for 2025, filing 10081069.

As of September 9, 2026, the date it was filed.

Source Original filing (PDF, House Clerk)

Sorted by the lower bound of the disclosed value band, largest band first.

TickerAssetOwnerValue bandSource
none LPL Financial ⇒ WLGAX Delaware Ivy Large Cap Growth Cl A MF Member $250,001 - $500,000 p. 6
IVV Fidelity IRA Rollover ⇒ iShares Core S&P 500 ETF (IVV) EF Spouse $50,001 - $100,000 p. 2
none Roth @ Fidelity (transfer from Franklin) ⇒ Franklin Mutual Shares Fund--Class A MF Member $50,001 - $100,000 p. 6
none Fidelity IRA Rollover ⇒ BNP Paribas Mtn Zero Coupon 6/11/2029 CS Spouse $15,001 - $50,000 p. 2
none Fidelity IRA Rollover ⇒ BNP Paribas Mtn Zero Cpn 06/11/2029 CS Member $15,001 - $50,000 p. 2
none Fidelity IRA Rollover ⇒ Carlyle Structured Lending Note 872280AA0 CS Member $15,001 - $50,000 p. 2
IVV Fidelity IRA Rollover ⇒ iShares Core S&P 500 ETF (IVV) EF Member $15,001 - $50,000 p. 2
none Fidelity IRA Rollover ⇒ MSD INVT Corp Sec B Note 55354LAB5 CS Member $15,001 - $50,000 p. 2
SCHF Fidelity IRA Rollover ⇒ Schwab International Equity ETF (SCHF) EF Member $15,001 - $50,000 p. 3
SCHF Fidelity IRA Rollover ⇒ Schwab International Equity ETF (SCHF) EF Member $15,001 - $50,000 p. 3
SCHF Fidelity IRA Rollover ⇒ Schwab International Equity ETF (SCHF) EF Spouse $15,001 - $50,000 p. 3
SPYV Fidelity IRA Rollover ⇒ State Street SPDR Portfolio S&P 500 Value ETF (SPYV) EF Member $15,001 - $50,000 p. 4
SPYV Fidelity IRA Rollover ⇒ State Street SPDR Portfolio S&P 500 Value ETF (SPYV) EF Spouse $15,001 - $50,000 p. 4
XPMIX Fidelity IRA Rollover ⇒ Stepstone Private Markets Class I (XPMIX) MF Member $15,001 - $50,000 p. 5
XSPIX Fidelity IRA Rollover ⇒ StepStone Private Venture and Growth Fund - Class I Shares (XSPIX) MF Spouse $15,001 - $50,000 p. 5
VUG Fidelity IRA Rollover ⇒ Vanguard Growth ETF (VUG) EF Spouse $15,001 - $50,000 p. 5
VUG Fidelity IRA Rollover ⇒ Vanguard Growth ETF (VUG) EF Member $15,001 - $50,000 p. 5
VUG Fidelity IRA Rollover ⇒ Vanguard Growth ETF (VUG) EF Member $15,001 - $50,000 p. 5
VUG Roth @ Fidelity (transfer from Franklin) ⇒ Vanguard Growth ETF (VUG) EF Member $15,001 - $50,000 p. 7
none Fidelity IRA Rollover ⇒ Blue Owl Technology Fin Corp Note 6.12500% 01/23/2031 Call Make Whole CS Member $1,001 - $15,000 p. 1
none Fidelity IRA Rollover ⇒ Carlyle Secured Lending Inc Note 6.75000% 02/18/2030 Call Make Whole CS Spouse $1,001 - $15,000 p. 2
IVV Fidelity IRA Rollover ⇒ iShares Core S&P 500 ETF (IVV) EF Spouse $1,001 - $15,000 p. 2
IVV Fidelity IRA Rollover ⇒ iShares Core S&P 500 ETF (IVV) EF Member $1,001 - $15,000 p. 2
IVV Fidelity IRA Rollover ⇒ iShares Core S&P 500 ETF (IVV) EF Member $1,001 - $15,000 p. 2
none Fidelity IRA Rollover ⇒ Oaktree Specialty Lending Note 6.34000% 02/27/2030 Call Make Whole CS Spouse $1,001 - $15,000 p. 2
SCHE Fidelity IRA Rollover ⇒ Schwab Emerging Markets Equity ETF (SCHE) EF Member $1,001 - $15,000 p. 3
SCHE Fidelity IRA Rollover ⇒ Schwab Emerging Markets Equity ETF (SCHE) EF Member $1,001 - $15,000 p. 3
SCHE Fidelity IRA Rollover ⇒ Schwab Emerging Markets Equity ETF (SCHE) EF Spouse $1,001 - $15,000 p. 3
SCHC Fidelity IRA Rollover ⇒ Schwab International Small-Cap Equity ETF (SCHC) EF Member $1,001 - $15,000 p. 3
SCHC Fidelity IRA Rollover ⇒ Schwab International Small-Cap Equity ETF (SCHC) EF Spouse $1,001 - $15,000 p. 3
SCHC Fidelity IRA Rollover ⇒ Schwab International Small-Cap Equity ETF (SCHC) EF Member $1,001 - $15,000 p. 3
SCHM Fidelity IRA Rollover ⇒ Schwab U.S. Mid Cap ETF (SCHM) EF Member $1,001 - $15,000 p. 3
SCHM Fidelity IRA Rollover ⇒ Schwab U.S. Mid Cap ETF (SCHM) EF Member $1,001 - $15,000 p. 3
SCHM Fidelity IRA Rollover ⇒ Schwab U.S. Mid Cap ETF (SCHM) EF Spouse $1,001 - $15,000 p. 4
SCHD Fidelity IRA Rollover ⇒ Schwab US Dividend Equity ETF (SCHD) EF Spouse $1,001 - $15,000 p. 4
SCHD Fidelity IRA Rollover ⇒ Schwab US Dividend Equity ETF (SCHD) EF Member $1,001 - $15,000 p. 4
SPYV Fidelity IRA Rollover ⇒ State Street SPDR Portfolio S&P 500 Value ETF (SPYV) EF Spouse $1,001 - $15,000 p. 4
SPYV Fidelity IRA Rollover ⇒ State Street SPDR Portfolio S&P 500 Value ETF (SPYV) EF Member $1,001 - $15,000 p. 4
SPYV Fidelity IRA Rollover ⇒ State Street SPDR Portfolio S&P 500 Value ETF (SPYV) EF Member $1,001 - $15,000 p. 4
SLYG Fidelity IRA Rollover ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) EF Spouse $1,001 - $15,000 p. 4
SLYG Fidelity IRA Rollover ⇒ State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) EF Member $1,001 - $15,000 p. 4
SLYV Fidelity IRA Rollover ⇒ State Street SPDR S&P 600 Small Cap Value ETF (SLYV) EF Member $1,001 - $15,000 p. 5
SLYV Fidelity IRA Rollover ⇒ State Street SPDR S&P 600 Small Cap Value ETF (SLYV) EF Member $1,001 - $15,000 p. 5
SLYV Fidelity IRA Rollover ⇒ State Street SPDR S&P 600 Small Cap Value ETF (SLYV) EF Spouse $1,001 - $15,000 p. 5
none Fidelity IRA Rollover ⇒ Trinity Cap Inc Note Call Make Whole 7.00000% 505/21/2031 CS Member $1,001 - $15,000 p. 5
VUG Fidelity IRA Rollover ⇒ Vanguard Growth ETF (VUG) EF Member $1,001 - $15,000 p. 5
VUG Fidelity IRA Rollover ⇒ Vanguard Growth ETF (VUG) EF Spouse $1,001 - $15,000 p. 5
VOE Fidelity IRA Rollover ⇒ Vanguard Mid-Cap Value ETF (VOE) EF Member $1,001 - $15,000 p. 6
VOE Fidelity IRA Rollover ⇒ Vanguard Mid-Cap Value ETF (VOE) EF Spouse $1,001 - $15,000 p. 6
VOE Fidelity IRA Rollover ⇒ Vanguard Mid-Cap Value ETF (VOE) EF Member $1,001 - $15,000 p. 6
DFSD Roth @ Fidelity (transfer from Franklin) ⇒ Dimensional Short-Duration Fixed Income ETF (DFSD) EF Member $1,001 - $15,000 p. 6
EVTR Roth @ Fidelity (transfer from Franklin) ⇒ Eaton Vance Total Return Bond ETF (EVTR) EF Member $1,001 - $15,000 p. 6
JIRE Roth @ Fidelity (transfer from Franklin) ⇒ JPMorgan International Research Enhanced Equity ETF (JIRE) EF Member $1,001 - $15,000 p. 6
SCHE Roth @ Fidelity (transfer from Franklin) ⇒ Schwab Emerging Markets Equity ETF (SCHE) EF Member $1,001 - $15,000 p. 6
SCHC Roth @ Fidelity (transfer from Franklin) ⇒ Schwab International Small-Cap Equity ETF (SCHC) EF Member $1,001 - $15,000 p. 7
SCHX Roth @ Fidelity (transfer from Franklin) ⇒ Schwab U.S. Large-Cap ETF (SCHX) EF Member $1,001 - $15,000 p. 7
SCHM Roth @ Fidelity (transfer from Franklin) ⇒ Schwab U.S. Mid Cap ETF (SCHM) EF Member $1,001 - $15,000 p. 7
SCHA Roth @ Fidelity (transfer from Franklin) ⇒ Schwab U.S. Small-Cap ETF (SCHA) EF Member $1,001 - $15,000 p. 7
SCHD Roth @ Fidelity (transfer from Franklin) ⇒ Schwab US Dividend Equity ETF (SCHD) EF Member $1,001 - $15,000 p. 7
SPYV Roth @ Fidelity (transfer from Franklin) ⇒ State Street SPDR Portfolio S&P 500 Value ETF (SPYV) EF Member $1,001 - $15,000 p. 7
SLYV Roth @ Fidelity (transfer from Franklin) ⇒ State Street SPDR S&P 600 Small Cap Value ETF (SLYV) EF Member $1,001 - $15,000 p. 7
VGK Roth @ Fidelity (transfer from Franklin) ⇒ Vanguard FTSEEuropean ETF (VGK) EF Member $1,001 - $15,000 p. 7
VUG Roth @ Fidelity (transfer from Franklin) ⇒ Vanguard Growth ETF (VUG) EF Member $1,001 - $15,000 p. 7
VOE Roth @ Fidelity (transfer from Franklin) ⇒ Vanguard Mid-Cap Value ETF (VOE) EF Member $1,001 - $15,000 p. 8
SCHX Roth @ Fidelity (transfer from Franklin) ⇒ Schwab U.S. Large-Cap ETF (SCHX) EF Member $1 - $1,000 p. 7

9 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.

Transactions

Every row on this member's periodic transaction reports filed in 2025 and 2026.

No transactions itemised from periodic transaction reports in this period.

Filings on record

Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.

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